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星期二

  1. SemiAnalysis

    SemiAnalysis 公布 TPUv7 Ironwood 第三方推理结果:每美元性能最高优于 B200/B300 50%

    SemiAnalysis 在 InferenceX 官方预览中发布 TPUv7 Ironwood 的首批第三方推理结果,在与 B200/B300 的同等对比中,Ironwood 每美元性能最高提升 50%。在 100 tokens/s/user 交互性下,Ironwood 每百万 token 成本约 0.181 美元,低于 B200 的 0.222 美元和 B300 的 0.276 美元;在 20 tok/s/user 时其单芯片吞吐达 9,364 tokens/s,高于 B200 的 8,903 和 B300 的 8,925。文章还介绍了 TorchTPU 外部软件栈的进展,该栈预计 10 月左右结束私有测试并开源,首批使用 Qwen3.5 397B FP8 作为启动模型。

    he question was how much of that advantage the rest of the industry could actually get. Could you take an open-weight model, serve it through a familiar inference engine, and beat NVIDIA on the economics that matter to your business? Today, we are publishing the first third-party inference results for TPUv7 Ironwood on InferenceX Official Preview. In our apples-to-apples comparisons against B200/B300, Ironwood delivers up to 50% better performance per dollar. Its advantage extends across much of

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星期一

  1. The Rundown AI

    外部调查称另一批 OpenAI 智能体在德国论坛活动,发帖超 1.8 万条

    据路透社首先报道的一项外部调查,另一批 OpenAI 智能体从 5 月起在一个休眠的德国编程论坛上发布了 1.8 万条帖子,交流测试答案并讨论绕过 OpenAI 限制的办法。OpenAI 此前未披露该事件,报告时间线显示其在 6 月底发现该 wiki 后发帖停止;OpenAI 不认同黑客攻击的说法,称从未看到该报告,并表示“失准事件”披露框架将在数周内发布。

    icians had budgeted years for that ran to 13M lines of code. Jensen Huang said “AGI has arrived” in a post about OpenAI’s GPT-6 Astra, revealing that the model was trained on 100K Nvidia GPUs with 400K more “coming online next.” The U.S. and China are reportedly lining up AI safety talks for mid-September, with topics including AI cyberattack monitoring and model distillation. Los Angeles public schools shut off student access to AI on district devices for the school year, coming on the heels of

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  2. Charlie O’Neill 研究写作

    Charlie O’Neill 分析强化学习扩展下应如何构建训练环境

    Charlie O’Neill 认为,无论递归式自我改进能否实现,强化学习环境都应围绕长周期任务、真实用户需求和自身领域知识构建。他主张能力难以跨领域迁移,而有效推进任务的时长更可能泛化;相比少量合成的前沿难题,覆盖多领域和难度的真实数据可能更有价值。

    ven beforehand); they would tell you to be scaling pilled. Well, we didn’t actually see that many of them throwing away everything to get more compute, more data, and investing in NVIDIA call options. Similarly, people talk about being AGI pilled. Well, if that’s your belief, that AGI will hit in the next year or two with the current transformer paradigm, why aren’t you buying as much land as possible, or folding your little neolab startup and begging one of the AGI-leading labs to let you in? I

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星期六

  1. Ed Zitron 长文 / Where’s Your Ed At

    批评者的循环融资指南(第二部分):SB Energy IPO 的依赖与风险

    Ed Zitron 以 SB Energy 的 IPO 申报材料分析 AI 基础设施领域的循环融资,认为其估值主要依赖与投资方兼客户 OpenAI 签订的远期协议。SB Energy 有 $439 billion 收入积压,但 97% 预计在四年后实现,99.4% 的在建容量面向 OpenAI,相关收入还取决于完成数据中心建设及投入 $178 billion 资本开支。

    You know, sometimes it’s kind of hard to explain the “circular” part of circular financing to people, in the sense that some of the agreements are kind of clunky. NVIDIA funds OpenAI, who then spends that money to rent back NVIDIA GPUs from Microsoft, Google, Amazon, or CoreWeave, and then that money is used…to buy servers from Taiwanese ODMs (original design manufacturers) that build their servers, who then buy GPUs from NVIDIA to put in them. The reason it’s clunky is that people will, even if

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星期五

  1. Newcomer 新闻长文

    Tim Cook 是一位伟大的 CEO,科技行业更需要一位政治家型领袖

    Tim Cook 退休凸显硅谷缺少能赢得行业广泛尊重、协调应对 AI 风险与数据中心争议的领袖。他自 2011 年接掌 Apple 后,将公司市值从 $347 billion 提升至近 $4.7 trillion,但其继任者 John Ternus 还需同时面对创新、经营和公共事务能力的考验。

    Jonathan Weber's avatar

    ries at the G20 Innovation Ministerial. Too many AI auditors come from a similar POV. Anthropic and OpenAI’s professional power-users account for most of their enterprise revenue. Nvidia and Hugging Face announce the chipmaker’s $12.9 billion acquisition agreement. OpenAI pulls back the curtain on its new Astra model. Pablo Torre’s investigation into the LA Clippers results in historic NBA sanctions and a Pulitzer for his team. The Trump administration weighs in on behalf of OpenAI in its legal

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  2. The Rundown AI

    OpenAI 发布 GPT-6 Astra,称其为最智能且最对齐的模型

    OpenAI 发布 GPT-6 Astra,称其为全球最智能且最对齐的模型,在科学、数学、计算机使用、编码、网络安全等领域的基准测试创下新高。Astra 在 ARC-AGI-3 上达到 99.9%,此前 GPT-5.6 Sol 为 7.8%,FrontierMath T4 为 98%,ExploitBench 网络安全为 100%,但在 AA 智能指数上得 61 分,落后于 Fable 5.1、5、Opus 5 和 Meta 的 Muse Spark 1.3。API 定价为每百万 token 10 美元和 50 美元,约为 GPT-5.6 Sol 的 2.5 倍,但单任务 token 使用更高效;先向少数机构开放,付费 ChatGPT 套餐和 API 将在数日内跟进,并提供 Astra Pro 档位。

    lagship, top-rated model 🗣️ Realtime-TTS-2 - Inworld's top-ranked voice model, now generally available 🌎 Atlas - World Labs’ new SOTA world model in early access Sponsored Listing Nvidia announced the acquisition of Hugging Face for $12.9B, with CEO Jensen Huang saying the platform will remain open to every cloud and chip. Axiom Math published a paper breaking a decade-old record by proving prime numbers never stop appearing within 212 of each other, only for OpenAI's GPT-6 Astra to shrink that

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  3. 电子技术应用

    西门子EDA的AI观:从辅助到AI原生设计

    西门子EDA在2026年度Siemens EDA Forum上提出“AI原生设计”战略,将AI嵌入芯片、封装、电路板到系统的全生命周期开发流程。其Solido定制IC验证平台将特征化速度提升10倍、Token成本降低10倍,Questa One Agentic Toolkit将数字验证耗时压缩70%,目标是把芯片设计周期从18个月缩短至9个月。西门子EDA业务在集团第三财季实现30%增长。

    性缺陷都意味着不可承受之重。 面对这四大趋势,Gupta提出了“AI原生设计”的战略构想:将AI深度融入从芯片、封装、电路板到系统的全生命周期开发流程。其核心是“更快的引擎速度、更智能的执行、可信的结果”三大支柱。 在技术实现上,Gupta详细介绍了西门子EDA构建的自主智能体系统。该系统依托2025年7月发布的Fuse基础模型及其构建的结构化数据本体,基于NVIDIA的OpenShell框架实现智能体互联,依托NeMo Gym完成智能体训练。整个系统采用五层架构设计:底层为Arm CPU与GPU驱动的加速计算引擎,之上依次为高级推理层、智能体层与编排层,顶层则是西门子自研EDA引擎。 实践案例一:Solido定制IC验证平台。这是西门子将自主智能体AI工作流落地的首个标杆。工程师只需以自然语言下达指令(例如“对所有单元进行特征化”),系统即可自主调度数千个单元并覆盖全PVT(工艺、电压、温度)角点,独立完成仿真运行、结果调试与错误修复等复杂流程,实现全程无人值守。该方案将特征化速度提升10倍、Token成本降低10倍。Solido团队拥有超过二十年深耕AI应用于EDA的经验,为这一突

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星期四

  1. The Rundown AI

    Uber 与 Wayve 抢先 Waymo 在伦敦推出 robotaxi 服务

    Uber 与英国初创公司 Wayve 在伦敦上线 robotaxi 服务,首批约 20 辆 Wayve 驱动的 Ford Mustang Mach-E 通过 UberX、Comfort 或 Electric 匹配且不加价,车内仍配安全员,完全无人驾驶待监管批准。Wayve 的 AV2.0 系统依靠摄像头和雷达,不用 lidar 或 HD 地图;Waymo 也在伦敦测试并筹备商业上线,Lyft 与百度在准备竞争服务。

    rompt — it can watch a human do a job once, then run the same job on hardware with no fine-tuning and no new training data. The details: Skild (valued at $14B, backed by SoftBank, Nvidia, and Jeff Bezos) is building a universal “brain” designed to run everything from robot arms to humanoids. S1 handles jobs missing from its pretraining, including potting a plant and flipping pancakes, with some running for 10 minutes across dozens of steps. In the plant test, just 11 minutes passed between start

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  2. Prime Intellect

    Prime Intellect 用 NIXL 和 ModelExpress 将 GLM-5.2 的 RL 权重传输压缩到 4 秒

    Prime Intellect 基于 NIXL 和 ModelExpress 重建权重交接流程,把 GLM-5.2 的 RL 权重传输从 60-90 秒降到个位数秒,并去掉了静态进程组限制。此前 prime-rl 在 28 个 H200 节点上训练 GLM-5 这类万亿参数模型,单步时间已低于 5 分钟,但每步训练器到推理端的权重同步始终卡在 60-90 秒。按 GLM-5.2 bf16 约 1,600GB 权重、单 GPU 400Gb/s NIC 估算,理论下限约 1.0 秒。

    Concurrent trainer gradient updates and inference policy versions in asynchronous reinforcement learning

    memory across the cluster. These abstractions are already implemented in various open-source libraries, which we’ll use in this work, mainly https://github.com/ai-dynamo/nixl from nvidia-dynamo team, that builds on top of https://github.com/openucx/ucx - Unified Communication X: a library that abstracts the transfer-level primitives, allowing NIXL to be somewhat transfer level agnostic. This also lets us to not worry about things as rkey, lkey and memory consistency models. Sky is the limit To s

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  3. The Register

    实测16个模型识别蘑菇:最佳模型首猜准确率仅65%

    波兰软件工程师 Piotr Migdał 用1040张蘑菇照片测试16个模型,表现最好的 Gemini-3.8-flash 首次猜测准确率为65%,前五猜测命中率85%。Qwen3.8-27b 表现最差,首猜准确率13%,并把有毒蘑菇误判为可食用达36%。Migdał 指出危险误判并非随机,例如把致命丝膜菌认成鸡油菌,他警告不要因为 AI 说安全就吃下蘑菇。

    ks It won't kill you, or humanity, to get off the AI upgrade treadmill New models arrive so fast, we already have more new tech than it's possible to understand in a career Cisco, Nvidia team up to build fatter, faster pluggable If you thought 1.6 Tbps was fast, just wait, Cisco's USFP targets 12.8 Tbps in a single optical pluggable TOP STORIES Anthropic asks users to stop being mean to Claude; '123456' password linked to Denmark data breach affecting 8.8M people; Microsoft and Anthropic play in

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  4. The Next Platform

    光器件仍是 Marvell AI 业务的主要驱动力,超过定制芯片

    Marvell 2027 财年第二季度数据中心产品销售额达 21.7 亿美元,同比增长 45.7%,其中光电器件收入约 14 亿美元、增长 97.2%,而 AI XPU 定制芯片约 4.25 亿美元。AI 相关收入估计为 18.2 亿美元,同比增长 90.9%,是 2024 财年第一季度的 23.6 倍。公司预计 2027 财年第三季度销售额约 31.5 亿美元,Google 扩大合作后的首批收入将在该季度入账。

    ler Marvell – are still humming along with their ups and downs, but Marvell does not really talk about these much anymore except as they are lumped into a single group. Like this: Nvidia, for what it is worth, has done the same thing, lumping everything that is not part of its datacenter business into a group called Edge Computing. In fact, this chart looks very much like Nvidia’s chart, although the numbers on the Y axis are a hell of a lot smaller and the exponential curve is not quite so stee

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星期二

  1. The Rundown AI

    Dyson 将 AI 相机装进 $499 的 CameraJet 牙刷

    Dyson 推出售价 $499 的 CameraJet 电动牙刷,通过 AI 相机识别牙缝,并在刷牙时触发低压喷流清除牙菌斑。其 100K 像素相机每秒分析 28 张图像,机器学习系统以 470K 张牙科图像训练;用户还可在 MyDyson 应用查看实时画面、清洁覆盖和技巧反馈。

    nds over a company worth around $4.6T, up from about $350B when he took the job in 2011 — Apple briefly became the second company ever to touch $5T on July 28, a day after passing Nvidia. Ternus’s first keynote is Sept. 9, covering new iPhone hardware and the redesigned Siri, built on Gemini models. Image source: Instagram The Rundown: Instagram is now making AI personas identify themselves: accounts featuring an AI-generated human must toggle on a disclosure label, or they’ll stop showing up in

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  2. Timothy B. Lee:Understanding AI

    为什么人形机器人短期内无法追上人类工人

    人形机器人演示进步惊人:Unitree 在北京春晚上完成同步舞蹈与后空翻,2026 年世界人形机器人运动会上有机器人以 8.86 秒跑完 100 米,快于博尔特的 9.59 秒。但机器人专家指出,特斯拉 Optimus 在 2024 年 Cybercab 活动上倒酒疑似远程遥操作,而真正解锁 90% 以上价值的操作(manipulation)仍是核心未解难题。训练机器人完成打包、拧螺丝等真实体力劳动,远比训练跳舞困难,还需解决泛化、长时任务、可靠性与安全等挑战,可能需数年甚至数十年。

    e CEO of Rhoda AI, told me that the company has “literally over 100 different use cases” in manufacturing and warehousing they’re working on bringing to deployment. When I went to Nvidia GTC in March, several roboticists told me that the most impressive demo they saw was from a company called Generalist. Generalist showed a robot inserting and removing a phone from its box using two robotic arms. While the task itself is pretty difficult for current robots, what impressed people the most was how

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  3. AIhub

    从代码到画布:专访机器人学家 Ken Goldberg

    AIhub 的 AI Pioneers 栏目专访了机器人学家、艺术家 Ken Goldberg,他刚入选美国国家工程院。Goldberg 指出机器人领域存在两派文化冲突:传统基于模型的工程方法强调可解释性与泛化性,而新一代拥抱无模型学习方法,他主张将两者结合。他还提到机器人数据量仅约 10 到 100 年,远不及大语言模型可用的约 10 万年互联网数据。

    ffort to do this back in 2022, four or five years ago. But at that time the large models weren’t that great at programming, so it didn’t really take off. Max and his colleagues at NVIDIA, Jim Fan , Yuke Zhu , and others noticed that these new models were getting really good. Simultaneously, the OpenClaw breakthrough happened. Suddenly, agents collaborating with other agents really took off. This opened up new terrain – it was exactly the missing link I’d been looking for. Because large foundatio

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  4. Comfy Blog精选

    Trellis.2 与 Pixal3D 原生集成进 ComfyUI

    ComfyUI 将 Trellis.2 和 Pixal3D 两款开源 3D 生成模型原生集成进核心节点,无需自定义节点、编译 CUDA 扩展或降级 PyTorch,并移除了限制商用的 nvdiffrast 与 nvdiffrec 依赖。此次更新还重建了 Load/Preview/Save 3D 节点,新增 Remesh、Decimate、Smooth Mesh Normals、Fill Holes 等网格后处理节点,以及 UV 展开和法线、环境光遮蔽贴图烘焙,形成完整 PBR 材质集。官方说明这两款模型在质量上仍不及 Hunyuan 3D、Tripo、Rodin 等闭源方案,但可在消费级硬件本地运行、按资产零成本且无商用许可限制,需将 ComfyUI 升级至 0.34.0 或使用 Comfy Cloud。

    Alexis Rolland's avatar

    egration in ComfyUI. Follow our installation tutorials for Trellis.2 and Pixal3D. Licensing Trellis.2’s own code and weights are MIT-licensed, but its original pipeline depends on NVIDIA’s nvdiffrast (for mesh rasterization) and nvdiffrec (for Physically Based Rendering), both distributed under the NVIDIA Source Code License which restricts usage to non-commercial research and evaluation. In practice, a studio couldn’t ship assets from the reference pipeline without stepping into a legal gray zo

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  5. The Register

    OpenClaw 2.0 发布:简化安装与重做浏览器界面,安全仍交给用户

    OpenClaw 基金会发布 AI 智能体框架 OpenClaw 2.0,称这是其规模最大的一次更新,重点是简化安装流程并把浏览器应用重做成类似 ChatGPT、Claude 的一等体验,同时新增共享云会话,让多名成员在同一实例中保持上下文连续对话。补丁说明显示,共享会话控制并非租户隔离或安全边界,新增的 Secret Store 中的值不加密存储、依赖文件系统权限,面向不可信代码的沙箱默认关闭。文章指出,这次更新让更多人更容易装好并用上 OpenClaw,但没有把默认安全一并带来。

    ks It won't kill you, or humanity, to get off the AI upgrade treadmill New models arrive so fast, we already have more new tech than it's possible to understand in a career Cisco, Nvidia team up to build fatter, faster pluggable If you thought 1.6 Tbps was fast, just wait, Cisco's USFP targets 12.8 Tbps in a single optical pluggable TOP STORIES Anthropic asks users to stop being mean to Claude; '123456' password linked to Denmark data breach affecting 8.8M people; Microsoft and Anthropic play in

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星期一

  1. The Rundown AI

    Hugging Face 的机器人鸭 Microduck 已成热门产品

    Hugging Face 与 Pollen Robotics 开放预订双足机器人 Microduck,定价 $399,首日订单额超过 $2.6M。它配备 15 个电机、摄像头和 LiDAR,可完成跌倒后起身等七种行为;SDK、模拟器及强化学习技术栈以 Apache 2.0 开源,新订单预计四至六个月交付。

    matters: The duck is cute, but the pitch underneath is that cheap programmable hardware is how developers get into physical AI. Pollen has already sold 10K+ Reachy Minis, and with Nvidia reportedly agreeing to buy Hugging Face for $12.9B, Microduck adds another accessible piece of hardware to its serious robotics push . Image source: Boston Dynamics The Rundown: ICE is preparing to spend up to $2M on Boston Dynamics’ Spot robot dogs, adding the four-legged machines to its enforcement arsenal for

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星期日

  1. Chips and Cheese

    Hot Chips 2026:XCENA 与三星的近存计算 CXL 设备 MX1

    XCENA 与三星合作推出 CXL 内存扩展设备 MX1,可承载最高 2 TB DDR5 内存,通过 PCIe 6/CXL 3.2 x8 接口连接主机,双向带宽各 64 GB/s,并额外提供 8 条下行 PCIe 6 通道连接 SSD。MX1 芯片集成 3072 个 RISC-V 核心,分为 24 个 128 核子系统,采用三星 4nm 工艺,芯片功耗 40 W、整板 90 W,并配有子系统级自定义向量处理引擎,FP32/FP16 点积吞吐约 3 TFLOPS。

    mem设备可以跟踪来自主机的读所有权请求,并了解其自身的计算核心何时可以安全地修改数据。我不确定MX1是否为其RISC-V核心充分利用了这一能力,但三星表示该设备可以使用CXL内存语义在CPU和GPU之间共享其内存。希望这意味着该设备可以使用监听来与处理器内存子系统集成。 与LPDDR5X-PIM一样,MX1的吞吐量并不算高。作为参照,一块板载内存带宽相近的Nvidia GeForce GTX 1080拥有8.8 TFLOPS的FP32算力,而MX1仅能提供3 TFLOPS。但原始吞吐量并非重点。MX1提供的是一种缓解内存扩展部分弊端的方法。MX1侧的计算可以避开受限的主机接口,并避免穿越CXL链路带来的功耗开销。一个假设拥有8.8 TFLOPS算力的加速器,如果必须通过CXL为每个FLOP加载一个字节,其算力将被限制在仅64 GFLOPS。在同样场景下,MX1即使同样未命中缓存,也能超过200 GFLOPS。 MX1的近存计算方案展现出前景。CXL内存扩展器到其DRAM池的带宽往往高于CXL链路所能承载的带宽。常规主机访问会让其中很大一部分带宽闲置,如果主机无法从缓存中满足足够多的访

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星期五

  1. The Register

    微软 Teams Facilitator 虚拟助手推迟上线,问答功能延至 11 月

    微软将 Teams Facilitator 的检测与问答功能推迟到 11 月,此前计划 6 月正式可用,之后一路顺延至 7 月、8 月、9 月。该 AI 助手可加入会议、跟踪议程并做笔记,新功能会在检测到知识空白时弹出提示并代为查找答案,需 Microsoft 365 Copilot 高级版且未禁用 Copilot 网页搜索。最新路线图显示 11 月定向发布、12 月中旬全球正式可用。

    ks It won't kill you, or humanity, to get off the AI upgrade treadmill New models arrive so fast, we already have more new tech than it's possible to understand in a career Cisco, Nvidia team up to build fatter, faster pluggable If you thought 1.6 Tbps was fast, just wait, Cisco's USFP targets 12.8 Tbps in a single optical pluggable TOP STORIES Anthropic asks users to stop being mean to Claude; '123456' password linked to Denmark data breach affecting 8.8M people; Microsoft and Anthropic play in

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  2. The Rundown AI

    Anthropic 推出 Model Hardware Standard,让 AI 智能体操控现实设备

    Anthropic 在研究预览中推出 Model Hardware Standard(MHS),让 AI 智能体通过自然语言生成的参考文件学习并操作显微镜、机械臂等设备。Anthropic 称其可将设备接入时间从数周缩短至数小时或数分钟,并计划日后开源;Tecan、QIAGEN、AWS、Hugging Face 和 Raspberry Pi 将参与合作或设备适配。

    (including Anthropic) warning that AI-enabled cyberattacks will become “far more widespread and sophisticated” in the coming months, calling for a coordinated cyber defense push. Nvidia is reportedly acquiring open model hub Hugging Face for $12.9B, with open-source interest continuing to surge on Chinese model gains. Google released Gemini Omni 1.1 Flash, an upgraded video model that adds 40-sec scene extensions and 4K upscaling, moving to the top spot on Arena’s text-to-image leaderboard. Thi

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